I would like to introduce myself and Greg Keegan, and the Private Bank of J.P. Morgan.
Our team works primarily with entrepreneurs and executives who have successfully grown companies, so we are intimately familiar with the nuances of private company ownership and how best to maximize the after-tax efficiency of a liquidity event. Our goal is to serve as an outsourced family office for our clients by advising them holistically across their balance sheets. We provide coordinated solutions across investments, trust and estate planning, credit, banking and philanthropic giving.
As a premier financial institution, J.P. Morgan Private Bank offers an exclusive service – a comprehensive wealth management platform customized to the complex needs of our clients. Most importantly, we approach our client relationships with the utmost level of integrity, confidentiality and sense of responsibility that is unique in the industry.
We welcome the opportunity to meet with you to better understand how our team may complement your current team of advisors. Email me here, or email Greg here, to set up a no-obligation consultation, making sure to mention the Center for Free Enterprise in the subject.